Solar CRM
SOLAR CRM SOFTWARE BUILT FOR HIGH-PERFORMING SOLAR COMPANIES
Builder Prime is an all-in-one CRM for solar companies, built to support the full solar panel sales and installation lifecycle from lead capture and consultations to proposals, installs, payments, and follow-ups.
THE HIDDEN COST OF CHOOSING THE WRONG SOLAR CRM
Solar companies operate in a fast-moving, sales-driven environment. Leads are costly, homeowners expect quick answers, and installations need to stay on track once a deal is signed.
You need a solar CRM built for those realities, so you can protect your lead investment, close deals faster, and deliver a smoother experience from first call to final install.
THE SOLAR COMPANY “TECH STACK” DELIVERED IN ONE PLATFORM:
LEAD & CONTACT MANAGEMENT FOR SOLAR SALES TEAMS
Protect every lead you pay for. Builder Prime automatically captures and tracks every inquiry with its source, activity history, and next steps. Leads go straight to the right sales rep, so follow-up happens while interest is high – not hours or days later.
AUTOMATED EMAIL & TEXT FOLLOW-UPS
Solar buyers expect quick responses and consistent communication. Builder Prime triggers automated email and SMS follow-ups after form fills, quote requests, and consultations, helping your team stay responsive without manual work.
SALES PIPELINES BUILT FOR MODERN SOLAR SALES
Track every opportunity through custom pipeline stages designed for in-home and virtual solar consultations. Reps always know what to do next, and management always knows what’s happening without chasing updates.
QUICK & EASY SOLAR ESTIMATING & PROPOSALS
Move from consultation to proposal fast. Builder Prime connects lead details, pricing, and job information in one place so reps can build accurate, professional solar proposals without re-entering data. Faster proposals keep momentum high and help close more deals.
PRODUCTION & INSTALL SCHEDULING
Once a deal is signed, everything carries straight into production. Builder Prime keeps customer details, notes, and job information connected as installs are scheduled. Drag-and-drop tools help coordinate crews and subcontractors so jobs stay on track.
JOB COSTING & PROFITABILITY BY PROJECT
Easily understand the returns for each solar job. Builder Prime tracks costs and changes by project, giving you visibility into profitability so you can tighten pricing and scale smarter.
INTEGRATIONS BUILT FOR SOLAR COMPANIES
Sync with tools you already use, like QuickBooks, Angi, HomeAdvisor, CompanyCam, Google Calendar, and many more. Your data stays connected without double entry or mismatched information.
When leads, sales, proposals, installs, and reporting live in one system, everything moves faster. Sales teams stay focused, handoffs stay clean, and leadership gets real visibility without micromanaging.
That’s how solar companies build a scalable, well-oiled machine that fuels growth.
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SOLAR SALES DEMAND SPEED, CONSISTENCY, AND FOLLOW-THROUGH
NEVER LOSE A SOLAR LEAD
Solar leads are expensive, and timing matters. Builder Prime automatically tracks every lead from the first touch through each stage of your solar sales pipeline. Leads go straight to the right sales rep, with tasks and reminders built in so follow-up happens on time – not just when someone remembers. This means you can have more confidence that every lead you pay for is generating maximum ROI.
SMART FOLLOW-UP FOR SOLAR ENERGY BUYERS
Solar homeowners rarely decide after one conversation. Builder Prime helps you stay present throughout the buying process with automated email and text follow-ups. Confirm consultations, send appointment reminders, follow up after proposals, and re-engage homeowners who need more time – without adding manual work for you or your sales team. Consistent communication keeps homeowner interest high and helps close more deals from the same lead volume.
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THE SOLAR CRM THAT HELPS YOU STREAMLINE AND SCALE YOUR BUSINESS
BRANDED SOLAR PROPOSALS → MORE CONFIDENT BUYERS
ESTIMATING & CONTRACT TEMPLATES → FEWER ERRORS
EASY PROPOSALS, PAYMENTS & SIGNATURES → MORE SALES
PLUS: Don’t worry about your sales reps flipping between different platforms or devices in the home. All of these functions happen in your all-in-one solar CRM and are housed under each client record.
BETTER CUSTOMER EXPERIENCE → MORE 5-STAR REVIEWS
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PUTTING YOUR SOLAR OPERATION INTO HIGH GEAR
ONE SYSTEM FOR EVERY TEAM
Sales, operations, and installation teams all work from the same solar CRM software. This minimizes errors, keeps handoffs smooth, and maintains focus on winning more jobs.
FLEXIBLE SCHEDULING WITH CLEAR VISIBILITY
Scheduling stays simple and easy to follow. Drag-and-drop calendars let you move jobs as schedules change, while Gantt charts show each job’s timeline from start to finish. Permissions by role make sure sales, operations, and subcontractors each see only what applies to them, so everyone knows where jobs stand and what’s next.
BUILT-IN TOOLS THAT KEEP INSTALLS ON TRACK
Builder Prime includes the day-to-day tools solar companies need to keep jobs moving:
Work orders that tell crews exactly what needs to be done
Subcontractor bidding and coordination so installs don’t stall
GPS time clocks to see who’s on site and when
Job costing to track how each solar project is performing
All of it lives in one system. That means sales, operations, and installers can all see where each job stands, what’s been done, and what’s coming next – without chasing updates or guessing. When everyone has the same view, installs stay on track and your solar operation runs smoothly.
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KNOW THE NUMBERS BEHIND YOUR SOLAR BUSINESS
Simple dashboards show what’s really happening
Builder Prime gives you easy-to-read dashboards and reports that bring your marketing, sales, and installs into one place, without manual work.
Track the numbers that actually matter
How many leads turn into appointments
How many appointments turn into signed deals
How long it takes to close a sale
How jobs move from sale to install
Accurate reporting (without spreadsheet nightmares)
Because reports update automatically, you’re not guessing or pulling numbers together at the end of the week. The data is already there, and it’s accurate.
Make better decisions with confidence
When you can see what’s working and what’s not, it’s easier to decide where to spend marketing dollars, when to hire another sales rep, or whether your team is ready to take on more jobs. Instead of running on gut feel, you can plan ahead and grow your solar business the right way.
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BUILT TO GROW WITH YOUR SOLAR COMPANY
Whether you’re running a small solar team or planning to grow into new markets, Builder Prime is a solar CRM platform built to scale with you. You don’t need to switch systems as your business grows. Builder Prime grows with your sales team, installs, and operations.
REAL-WORLD EXAMPLE: CIRCUIT ELECTRIC SOLAR
When Circuit Electric Solar launched, they knew starting with the right system mattered. The owners tested 15 different CRM platforms and sat through more than 10 hours of live demos before making a decision.
They had a clear list of non-negotiables:
- One system to handle jobs from start to finish
- Easy for both sales and install teams to use
- Flexible enough to match their workflows
- Built to scale as the company grew
Builder Prime was the only CRM that met every requirement. Today, Circuit Electric Solar runs their entire operation – leads, sales, installs, and reporting – inside Builder Prime. Just as important, they didn’t outgrow the system as their company expanded.
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SUPPORT THAT HELPS YOU GET MORE FROM THE SYSTEM
Builder Prime doesn’t just give you software and wish you luck. The support team helps with onboarding and training so your team knows how to use the system the right way from day one.
As your solar company grows, that support continues. The Builder Prime team works with you to adjust workflows, answer questions, and help you get more value out of the platform over time – instead of outgrowing it or starting over.
Circuit Electric Solar works directly with the Builder Prime team on a regular basis, reviewing how they use the system and making improvements as their business evolves.
That kind of ongoing support – combined with a CRM built specifically for specialty contractor companies like solar sales and installation – is what sets Builder Prime apart from one-size-fits-all solutions.
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BUILDER PRIME USERS SAY IT’S A “GAME CHANGER”
The customer service and attention to detail are fantastic! We are so glad we switched to Builder Prime for our CRM. No regrets whatsoever. Every time we have a question, one of them replies same-day. When we have feature requests, they try their best to make it happen ASAP.
Janet S.
Director
What strikes me most about the good experience I am enjoying is working with the team to develop the software; they are interested in hearing ideas for improvements.
Chris C.
Operations Manager
“Excellent construction based CRM loaded with well-developed features and actual integrations. BP was our first CRM... easy to learn and use but also customizable at the same time. It wasn't perfect but user error was also part of the problem. We tried switching to another CRM but ultimately came back to appreciate BP as it is a well developed software backed with full integrations and helpful/ friendly customer support. Full integration with Quickbooks. Estimating and Invoicing within the CRM. Mobile Friendly!! CompanyCam integration.''
Steve H.
President
''Builder Prime has changed the game for us! Overall this software has enhanced our functionality and efficiency of our company. We have been so much better organized with the support of Builder Prime! This software has made it so simple for our growing construction company to streamline projects, store information and coordinate our subcontractors.''
Kala O.
Operations Manager
FAQ
Yes! Take advantage of our Free 14-day Trial. You’ll get two full weeks to try out Builder Prime and see what it can do for your business. No credit card or commitment required. If you have any questions before, during, or after your trial, reach out to us. We’re happy to talk to you about Builder Prime today!
Builder Prime is designed for every solar contractor, of any size. Whether you have one employee, 20, or 2,000, Builder Prime can seamlessly integrate into your operations to help you save time and grow.
Builder Prime integrates with the apps that solar contractors use most: Angi, CompanyCam, QuickBooks, Google Calendar, ApexChat, and much more.
Builder Prime is more than a CRM solution for solar contractors. It’s a CRM, estimating, and production management software all rolled into one powerful, user-friendly program.